CSU
1 tracked call · 1 long · 0 short · last 90d: 1L/0S
first called by We Study Billionaires 5d ago
LONG5d ago
“The cloud that was that is still resident around software is a perception that these assets could be disrupted versus any evidence that they are... We've bought two software assets this year... this f”We Study Billionaires · The Investor’s Podcast
Constellation Software crashed 50% on fake AI fears, but its deeply embedded vertical software actually uses AI to extract more value from customers.
CSULONG@ C$2,610
C$2,944+12.81%
since call Jul 26
peak +16.9%